Phase 1 — design mockups

Screen-by-screen visual mockups, built on the locked cr4nes Design System. Internal review only — not the live product.

Auth

Onboarding

Onboarding checklist First-run progress overview, 6 setup steps Done
Compliance bulk import CSV upload + match/new/error review, before committing Done
Equipment registry Register cranes, trucks & rigging kits Done
Rate card setup Role rates, multipliers, minimums, charge catalog Done
QuickBooks connection OAuth connect, item/account mapping, tax rate Done
Invite employees Roster + the one-time invite-code reveal modal Done

Office core

Customers List + detail: contacts, sites, pipeline stage, rate override Done
Leads pipeline Kanban: Lead → Quoted → Won → Lost Done
Jobs List + detail: its tickets, status, running total Done
Dispatch calendar Unified crew + equipment, conflict & cert-expiry warnings Done
Approval queue Full rate-engine breakdown, editable line items, Approve Done
Compliance roster Workers + equipment, full 4-tier status system in use Done

Settings

Custom ticket fields Admin-defined fields: text, number, dropdown, yes/no Done
Cert type management Fixed defaults (built-in, can't remove) + custom types Done
Employee management Full roster: role changes, disable/enable, regenerate code Done
Company profile Logo, company details, address, regional settings Done
Billing Plan cards, payment method, invoice history Done

Field — phone-browser sized

My Jobs Today's ticket + upcoming schedule Done
Active ticket Working time clock, crew/equipment, charges, custom fields, submit Done
My compliance Read-only — own cert status, no edit access Done
Profile Name, role, sign out — deliberately minimal per spec Done

Customer Portal — tenant-branded, external

Login Tenant-branded — the customer's company, not cr4nes, up front Done
My Bookings Job history, Approved status and later only Done
Booking detail Site, equipment name/type, invoice total — no line items Done

Phase 1.1 — missing screens & child flows

Found during a review of the compliance roster: a few top-level screens named in the spec were never built, and most "Edit / + New / Remove" controls behind already-built lists are still dead links. Full writeup: Phase-1.1-Missing-Screens-Plan.md. 15 of 15 done — Phase 1.1 complete.

Missing top-level screens

Dashboard Unbilled ageing, compliance, equipment — real numbers computed from Jobs/Dispatch/Compliance Done
Dashboard settings Ageing-bucket thresholds — onboarding's one unbuilt item, now closes at 6/6 Done
Public intake link The link + a preview of what prospects actually see and submit Done
Equipment utilization view On-job/idle right now + 7-day % computed from the Dispatch calendar Done
Set password (Customer Portal) First-run activation from the booking-confirmation invite email Done

Missing child create/edit flows

New customer Modal on Customers & Leads pipeline — company, stage, optional first contact Done
Edit customer Plus working "+ Add contact" / "+ Add site" inline panels Done
New job Customer → site → rate card → date(s) — site/rate card update live per customer Done
Edit job Site & dates editable; customer locked once tickets exist Done
Edit equipment item Pre-filled modal, reused from the registry's own "Add" panel Done
Edit rate-card catalog item Pre-filled modal, per row Done
Edit cert type Custom types only — built-ins stay locked, as designed Done
Edit custom ticket field Pre-filled modal, dropdown "Options" field reveals conditionally Done
Billing & QuickBooks confirmations Update payment method, cancel subscription, disconnect QBO — all with a confirm step Done

Consistency fixes

Wire the invite-code modal + Forgot password Every "View code" now works; one shared reset-password screen for staff + Customer Portal Done